- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
“Wealth and well-being” is a verb. “Verb” is defined as “an action or state of being”.
Here’s the stark reality: there is no get rich quick scheme, and there is no instant happiness elixir.
Wealth and well-being take effort. Daily effort. It’s a lifestyle of daily taking action.
Go for a walk and eat healthy. Smile and connect with people. Be filled with positivity. Know your authentic self and then align your finances with your true values.
It’s really not complicated. It’s simply a lifestyle of daily action, daily making good choices.
It’s a rich journey, a rich lifestyle, and oh so very much worth the effort.
We can help. We can do it together. And we can bring our loved ones along with us.
“Wealth and well-being” is a verb, a powerful verb…and a wonderful lifestyle.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.